New Name and Brand for 2020

December 12, 2019


We’re really excited to share with you today a preview of the new look for our firm in 2020. This will be the last video in which we refer to ourselves as Efficient Wealth Management. You see, the company's ready for a facelift - something to match the quality and class of our world-class client experience. We’re looking forward to the future, and wish you the best of investment success!



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